Bookkeeping involves the routine recording and tracking of financial transactions in an organization or enterprise. It is essential for both tax readiness and for understanding the financial health of a business.
No. While we can support you with tax readiness, we do not prepare tax returns.
We offer both hourly and flat rate prices, depending on your needs. Flat rates are reserved for one-off projects or recurring services. A price proposal will be sent out after an initial discovery call.
While we have experience with other software, we are currently only offering services through Quickbooks Online.
New QBO subscribers who work with us have access to discounted monthly rates. For users who already have a regular subscription, we are unable to offer any discounts. If you are a nonprofit, we recommend going to TechSoup to purchase an ultra-reduced annual subscription.
We accept payment via ACH transfer, Melio, and Quickbooks Payment. ACH transfer is required for recurring services (monthly, quarterly, etc).
For monthly clients, you can expect to interact with us around 2-3 times a month. For quarterly clients, you can expect to hear from us 2-3 times per quarter. As long as we receive all the necessary data, you can expect to have the books closed 15 business days after the month/quarter ends. Please note that ONLY weekly (high touch) clients can expect to receive immediate support on a weekly or daily basis per our signed engagement letter.